Spencer
Funk
Precision Wealth Strategies, LLC
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About this Advisor
Spencer Funk is a financial advisor who works in Saint Louis, Missouri, with a total of 4 years of industry experience. Funk currently works for Precision Wealth Strategies, LLC. Throughout their career, Funk has worked at Saint Louis Public Schools, Schmitt Profitools, Edward Jones, Nylife Securities LLC, Darin J. Robinson, Eagle Strategies LLC and Precision Wealth Strategies, LLC. Funk maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Missouri. Precision Wealth Strategies, LLC is a financial advisory firm that has its headquarters in Saint Louis, MO. It controls $263 million in assets under management among its 1,059 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,059 customer accounts, 26% are held by high-net-worth investors who have at least $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on which services are provided. However, fees charged by Precision Wealth Strategies, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Precision Wealth Strategies, LLC Brokerage Details
$263,371,495
10
1,059
$248,698
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Spencer Funk Work History
Spencer has been registered as a financial advisor for 4 years.*
Precision Wealth Strategies, LLC
Nylife Securities LLC
Darin J. Robinson
Eagle Strategies LLC
Schmitt Profitools
Edward Jones
Saint Louis Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Spencer Funk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Precision Wealth Strategies, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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